Proquility Private Wealth Partners, LLC Sells in Q4 2024

Proquility Private Wealth Partners, LLC

  • $306 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-120K
- 56.15%
$23.42 - $24.25 $2.81M - $2.91M
93.6K $2.21M
MDT
Medtronic PLC

Healthcare
-22.9K
- 53.28%
$79.61 - $92.24 $1.82M - $2.11M
20.1K $1.6M
ITM
Vaneck Intermediate Muni ETF

ETFs
-42.5K
- 62.55%
$45.56 - $46.97 $1.94M - $2M
25.4K $1.17M
BBAX
J P Morgan Betabuilders Develo

ETFs
-20.4K
- 12.9%
$48.75 - $54.36 $996K - $1.11M
138K $6.73M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-40.5K
- 69.75%
$27.09 - $32.06 $1.1M - $1.3M
17.6K $492K
CMCSA
Comcast Corp

Communication Services
-29.7K
- 64.53%
$37.39 - $45.14 $1.11M - $1.34M
16.3K $611K
LLY
Eli Lilly & CO

Healthcare
-1.24K
- 74.35%
$727.2 - $932.06 $900K - $1.15M
427 $329K
TGT
Target Corp

Consumer Defensive
-6.78K
- 75.34%
$121.59 - $160.69 $825K - $1.09M
2.22K $300K
UNH
Unitedhealth Group Inc

Healthcare
-1.24K
- 24.05%
$485.52 - $625.25 $604K - $778K
3.93K $1.99M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-2.18K
- 1.35%
$46.96 - $51.46 $102K - $112K
159K $7.53M
VZ
Verizon Communications Inc

Communication Services
-16.5K
- 50.08%
$39.6 - $45.21 $654K - $747K
16.5K $658K
XOM
Exxon Mobil Corp

Energy
-3.67K
- 8.47%
$105.51 - $125.37 $388K - $460K
39.7K $4.27M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-16.6K
- 64.99%
$47.26 - $48.18 $784K - $799K
8.94K $423K
PEP
Pepsico Inc

Consumer Defensive
-4.14K
- 55.07%
$151.29 - $176.1 $626K - $728K
3.37K $513K
JNJ
Johnson & Johnson

Healthcare
-4.24K
- 57.15%
$143.34 - $165.86 $608K - $704K
3.18K $460K
HCA
Hca Healthcare, Inc.

Healthcare
-1.5K
- 55.46%
$297.52 - $415.61 $445K - $622K
1.2K $360K
XLE
Energy Sector Spdr

ETFs
-5.16K
- 6.88%
$83.32 - $97.27 $430K - $501K
69.8K $5.98M
PFG
Principal Financial Group Inc

Financial Services
-6.33K
- 51.53%
$74.91 - $91.26 $474K - $577K
5.95K $460K
FLJP
Franklin Templeton ETF Tr

ETFs
-9.16K
- 5.15%
$28.25 - $30.5 $259K - $279K
169K $4.83M
AMT
American Tower Corp

Real Estate
-151
- 1.36%
$179.4 - $232.01 $27.1K - $35K
10.9K $2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.54K
- 3.28%
$45.17 - $47.23 $250K - $262K
164K $7.41M
VICI
Vici Properties Inc.

Real Estate
-5.42K
- 6.05%
$28.27 - $33.19 $153K - $180K
84.2K $2.46M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.87K
- 16.83%
$80.13 - $83.77 $390K - $408K
24.1K $1.93M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.47K
- 22.9%
$106.56 - $113.11 $370K - $392K
11.7K $1.25M
CSX
Csx Corp

Industrials
-8.61K
- 11.67%
$31.58 - $36.88 $272K - $317K
65.2K $2.1M
AMGN
Amgen Inc

Healthcare
-456
- 13.63%
$258.78 - $328.31 $118K - $150K
2.89K $753K
IBB
Ishares Biotechnology ETF

ETFs
-151
- 0.67%
$131.21 - $148.85 $19.8K - $22.5K
22.4K $2.96M
HYD
Vaneck High Yield Muni ETF

ETFs
-5.69K
- 32.9%
$51.09 - $53.06 $291K - $302K
11.6K $602K
CVX
Chevron Corp

Energy
-1.58K
- 11.47%
$141.15 - $162.53 $223K - $256K
12.2K $1.76M
FIW
First Trust Water ETF

ETFs
-1.86K
- 22.14%
$102.02 - $110.91 $190K - $206K
6.54K $667K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-1.79K
- 6.79%
$45.73 - $51.84 $82K - $92.9K
24.6K $1.13M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.04K
- 2.42%
$40.06 - $45.21 $41.5K - $46.8K
41.8K $1.7M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.4K
- 3.72%
$48.17 - $53.38 $67.2K - $74.5K
36.1K $1.76M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.08K
- 2.26%
$26.05 - $29.17 $28.2K - $31.6K
46.8K $1.23M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.3K
- 4.76%
$57.78 - $60.4 $75.1K - $78.5K
26K $1.51M
EWD
Ishares Inc Msci Sweden ETF

ETFs
-1.78K
- 14.45%
$37.33 - $42.76 $66.6K - $76.2K
10.6K $394K
FLCA
Franklin Templeton ETF Tr

ETFs
-340
- 0.31%
$36.34 - $39.37 $12.4K - $13.4K
109K $4M
BNDX
Vanguard Total International B

ETFs
-2.29K
- 22.03%
$48.91 - $50.61 $112K - $116K
8.1K $397K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-1.18K
- 3.95%
$29.34 - $32.61 $34.6K - $38.4K
28.6K $857K
WELL
Welltower Inc.

Real Estate
-158
- 0.94%
$123.11 - $139.3 $19.5K - $22K
16.6K $2.09M
TFC
Truist Financial Corp

Financial Services
-988
- 0.98%
$41.51 - $48.1 $41K - $47.5K
99.7K $4.33M
T
At&T Inc.

Communication Services
-520
- 0.53%
$21.22 - $23.88 $11K - $12.4K
97.6K $2.22M
AAPL
Apple Inc.

Technology
-69
- 0.96%
$221.69 - $259.02 $15.3K - $17.9K
7.11K $1.78M
WMT
Walmart Inc.

Consumer Defensive
-201
- 1.47%
$79.1 - $95.7 $15.9K - $19.2K
13.5K $1.22M
WMB
Williams Companies, Inc.

Energy
-517
- 0.62%
$46.37 - $59.74 $24K - $30.9K
82.8K $4.48M
KMI
Kinder Morgan, Inc.

Energy
-1.27K
- 0.84%
$22.59 - $28.54 $28.8K - $36.3K
150K $4.11M
AVGO
Broadcom Inc.

Technology
-294
- 1.33%
$159.67 - $250.0 $46.9K - $73.5K
21.8K $5.05M
Activity Summary
Buys All Purchases 39 New Holdings 6 Increased Positions 33 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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